| Microsoft Corp. (MSFT) | $1.4B | 8.00% | 3,736,259 | +457,818 | Added |
| NVIDIA Corp. (NVDA) | $1.4B | 7.87% | 6,848,392 | +92,194 | Added |
| Micron Technology Inc. (MU) | $1.0B | 5.82% | 878,000 | -900,313 | Trimmed |
| Alphabet Inc. (GOOGL) | $962.9M | 5.53% | 2,694,538 | +154,362 | Added |
| Broadcom Inc. (AVGO) | $813.8M | 4.67% | 2,154,322 | +653,912 | Added |
| Meta Platforms, Inc. (META) | $702.1M | 4.03% | 1,246,481 | +9,881 | Added |
| Applied Materials Inc. (AMAT) | $635.4M | 3.65% | 878,803 | +21,452 | Added |
| Eli Lilly & Co. (LLY) | $621.6M | 3.57% | 518,259 | -6,102 | Trimmed |
| Apple Inc. (AAPL) | $567.6M | 3.26% | 1,961,691 | +190,254 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $563.0M | 3.23% | 737,737 | +147,287 | Added |
| Quanta Services, Inc. (PWR) | $533.6M | 3.06% | 741,046 | +308,908 | Added |
| Amazon.com Inc. (AMZN) | $533.0M | 3.06% | 2,236,104 | +136,104 | Added |
| Palo Alto Networks Inc. (PANW) | $506.0M | 2.90% | 1,483,872 | -400,586 | Trimmed |
| ServiceNow, Inc. (NOW) | $414.2M | 2.38% | 4,172,044 | +1,466,199 | Added |
| Datadog, Inc. (DDOG) | $364.5M | 2.09% | 1,400,000 | -600,000 | Trimmed |
| NextEra Energy Inc. (NEE) | $359.9M | 2.06% | 4,100,000 | +1,600,000 | Added |
| Mastercard Inc. (MA) | $355.1M | 2.04% | 691,354 | +158,354 | Added |
| Agnico Eagle Mines Ltd (AEM) | $354.0M | 2.03% | 2,279,512 | +428,302 | Added |
| Linde plc (LIN) | $339.1M | 1.95% | 653,450 | +653,450 | New position |
| Synopsys Inc. (SNPS) | $320.6M | 1.84% | 718,757 | +224,413 | Added |
| Arm Holdings plc (ARM) | $319.1M | 1.83% | 900,000 | -500,000 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $294.6M | 1.69% | 900,000 | -230,000 | Trimmed |
| Netflix Inc. (NFLX) | $285.6M | 1.64% | 4,000,000 | +3,250,000 | Added |
| Intuitive Surgical Inc. (ISRG) | $235.3M | 1.35% | 591,613 | +164,580 | Added |
| Uber Technologies, Inc. (UBER) | $234.2M | 1.34% | 3,245,686 | 0 | Held |
| Nike, Inc. (NKE) | $233.0M | 1.34% | 5,675,800 | +2,755,087 | Added |
| Bank of America Corp. (BAC) | $213.7M | 1.23% | 3,750,000 | -2,050,000 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $209.8M | 1.20% | 3,640,333 | +1,131,333 | Added |
| GE Vernova Inc. (GEV) | $195.6M | 1.12% | 166,521 | +154,800 | Added |
| Walt Disney Co. (DIS) | $192.5M | 1.10% | 2,000,000 | +265,194 | Added |
| MongoDB, Inc. (MDB) | $190.1M | 1.09% | 565,940 | -18,619 | Trimmed |
| Biogen Inc. (BIIB) | $152.1M | 0.87% | 704,196 | 0 | Held |
| Stellantis N.V. (STLA) | $148.3M | 0.85% | 26,068,935 | +26,068,935 | New position |
| Dexcom Inc. (DXCM) | $147.5M | 0.85% | 2,190,029 | 0 | Held |
| Boston Scientific Corp. (BSX) | $143.3M | 0.82% | 3,358,700 | +1,224,109 | Added |
| Salesforce, Inc. (CRM) | $140.1M | 0.80% | 894,097 | 0 | Held |
| UnitedHealth Group Inc. (UNH) | $124.7M | 0.72% | 300,000 | 0 | Held |
| Arista Networks, Inc. (ANET) | $98.1M | 0.56% | 577,200 | +577,200 | New position |
| Resmed Inc. (RMD) | $91.2M | 0.52% | 468,004 | +38,105 | Added |
| Teradyne, Inc. (TER) | $87.2M | 0.50% | 180,242 | +180,242 | New position |
| Qualcomm Inc. (QCOM) | $79.3M | 0.46% | 428,922 | +428,922 | New position |
| Merck & Co., Inc. (MRK) | $68.8M | 0.40% | 535,502 | -1,359,663 | Trimmed |
| Johnson & Johnson (JNJ) | $67.6M | 0.39% | 266,023 | +83,642 | Added |
| Dollar General Corp. (DG) | $67.4M | 0.39% | 585,851 | 0 | Held |
| Gilead Sciences, Inc. (GILD) | $61.7M | 0.35% | 488,657 | +142,657 | Added |
| TJX Companies Inc. (TJX) | $59.7M | 0.34% | 394,300 | +91,092 | Added |
| Cummins Inc. (CMI) | $55.0M | 0.32% | 77,071 | -3,452 | Trimmed |
| Dover Corp. (DOV) | $49.4M | 0.28% | 220,400 | +78,400 | Added |
| First Solar, Inc. (FSLR) | $42.2M | 0.24% | 178,800 | +32,300 | Added |
| AbbVie Inc. (ABBV) | $41.0M | 0.24% | 163,093 | +17,959 | Added |
| Trane Technologies plc (TT) | $39.6M | 0.23% | 80,565 | +13,365 | Added |
| Stryker Corp. (SYK) | $35.8M | 0.20% | 113,560 | 0 | Held |
| Amgen Inc. (AMGN) | $32.6M | 0.19% | 90,000 | +36,108 | Added |
| PNC Financial Services Group, Inc. (PNC) | $29.7M | 0.17% | 120,500 | +28,609 | Added |
| Colgate-Palmolive Co. (CL) | $29.4M | 0.17% | 320,300 | +70,300 | Added |
| Comfort Systems USA Inc. (FIX) | $28.9M | 0.17% | 14,560 | -457 | Trimmed |
| Carlisle Companies Inc. (CSL) | $28.7M | 0.17% | 79,216 | +1,496 | Added |
| Cigna Group (CI) | $25.2M | 0.14% | 91,500 | +15,500 | Added |
| Genuine Parts Co. (GPC) | $24.6M | 0.14% | 208,700 | -11,300 | Trimmed |
| Cencora, Inc. (COR) | $23.8M | 0.14% | 84,162 | +19,662 | Added |
| Visa Inc. (V) | $21.6M | 0.12% | 62,845 | +8,845 | Added |
| Equifax Inc. (EFX) | $16.7M | 0.10% | 105,000 | +12,460 | Added |
| EQT Corp. (EQT) | $10.9M | 0.06% | 205,000 | -60,000 | Trimmed |
| Zoetis Inc. (ZTS) | $9.1M | 0.05% | 126,293 | -1,410,837 | Trimmed |
| Constellation Energy Corp. (CEG) | $5.9M | 0.03% | 23,928 | 0 | Held |
| General Mills Inc. (GIS) | $3.5M | 0.02% | 101,000 | -61,000 | Trimmed |
| Akamai Technologies Inc. (AKAM) | $3.2M | 0.02% | 27,000 | -63,000 | Trimmed |
| Hershey Co. (HSY) | $2.4M | 0.01% | 13,500 | -13,500 | Trimmed |